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  • Swiper 1 Salesforce contact lookup failing

    Hello - I am preparing to use Swiper 1 for an upcoming event (we are using it to manage onsite purchases during the event). I have been able to successfully set up all aspects of integration of Swiper 1 and Salesforce except for one thing: on my Samsung Android, when I try to use the 'Contacts Lookup in Salesforce' when processing a transaction, I always get this error "Sorry - Service temporarily down'.

    It's very weird, because the transactions are still posting to Salesforce (I just swipe the card and then it posts to SF and ties to a contact via an alias if it finds a match), the auto responder I set up in Salesforce is going out, etc. Is there one particular setting I may have missed that would affect the Salesforce contact lookup?

    Thanks for your help!

    -Louise

  • #2
    Good day @Louise Kelly:

    Have you set up the post-installation for Swiper1 in Salesforce?

    See this: http://manual.clickandpledge.com/Swi...tallation.html

    Of course your user also has to have access to Swiper1- please check your user permission in: Account info > users - permission for Swiper1 is towards the bottom of the page.

    Please let us know if the above has been set up. If it is set up then it should work.
    Regards,
    Click & Pledge Support Department

    On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

    Join us @ the educational webinars: https://clickandpledge.com/webinars/
    Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
    Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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    • #3
      Hi, thanks for the reply. Yes, I absolutely did all the post-installation steps for Swiper 1 in Salesforce. And I set up the user with C&P permissions to Swiper 1 (and actually I just went back in to see if adding all the other permissions would help - I am the user in question - I logged in using another person's admin login to set myself up). And - everything is posting just fine to Salesforce whenever a Swiper transaction is made - a C&P transaction is created, a temporary contact is created, etc. The only thing that doesn't work is the Salesforce lookup on my phone. I tried to go back and look at the settings for the Swiper 1 Connect app that I set up during the post-installation instructions, but now that I went through all the steps, I can't see a lot of the stuff that showed up during the installation process. Is there some setting I can look at in the Connected App that would tell me if there's a step I missed during the installation? And is there a way to fix it if I did miss a step? Thanks for your help.

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      • #4
        Good day @Louise Kelly,

        Please grant us access to your Salesforce instance so we can review your account. I am sure it is a simple permission issue.

        Let me know when access has been granted with your Salesforce OrgID so we can review your setting.
        Regards,
        Click & Pledge Support Department

        On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

        Join us @ the educational webinars: https://clickandpledge.com/webinars/
        Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
        Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

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        • #5
          Thank you so much. I just granted you access and the SF OrgId is 00DE0000000cTUB

          Thank you!!

          Comment


          • #6
            Good day @Louise Kelly,

            We reviewed your Click & Pledge Portal settings and the Salesforce setting and all "appear" to be OK. The problem we have is verifying the connection and we can't do it since we have to be able to login to your account for verifying the OAuth settings.

            Would you please verify that your portal can connect:

            - Login to Portal (https://portal.clickandpledge.com)
            - Click on Account Info
            - Click on 3rd Party Tab
            - Click on Salesforce Swiper1 (see below)
            - Click on Verify - you will be prompted by Salesforce to login with your account and authorize the connection (we can't do this since we don't have your userid & password)

            Click image for larger version

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            Please let me know if the verification works and you get the authorization response.

            Swiper1 has problem connecting to your Salesforce instance and that issue is simply due to not having the proper authorization.
            Regards,
            Click & Pledge Support Department

            On Salesforce? Help us by rating our app: Click & Pledge Donor Management on AppExchange

            Join us @ the educational webinars: https://clickandpledge.com/webinars/
            Live Support available Join between 3:00 - 3:30 p.m. ET Monday - Thursday: https://clickandpledge.com/webinars/
            Are you on Salesforce? Join us at the Power of Us Hub: https://powerofus.force.com/0F980000000CjpC

            Comment


            • #7
              OK - so here's some interesting twists:

              1. First of all - I had done that step before, since it was part of the post-installation instructions. But I did it again, and this time I logged in as myself into the portal (before I had logged in as another user who was previously the admin on the C&P Account). I redid these steps, and once again (as before) I successfully connected.

              2. Just to double check - I went back to my phone, and tried the Salesforce lookup feature again. When I put in the first and last name and then click 'contacts lookup in Salesforce' I still get that same error message, BUT, after I click OK on the error message, the contact record was successfully brought up (down at the bottom of the screen) - and I could click on a radio button to select the contact! I tried it multiple times with different contacts who I knew were in the database, and it always worked (and, when I tried looking up a name I knew wasn't in the system, it didn't find it).

              I have no idea if this was happening before and I just didn't notice it because of the error message. But bottom line, the functionality is working, it just gives an annoying, and incorrect, error message every time. It would be great to eliminate that error message, but at least the functionality works. I will let you know if others have the same error message on their phones - perhaps the issue is with my phone (it's a relatively old Samsung Droid).

              In the meantime if you have any other insights on why that error is coming up, let me know.

              Thanks

              Louise

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